Google Chat and Microsoft OneDrive automations — Sales & Leads

Ready-made scenarios where Google Chat and Microsoft OneDrive work for you (sales & leads): pick one — a copy appears in your account and runs on its own.

7 scenarios

CRM changes announced in your messenger
New client onboarding — folder, email and team, automatically
Client onboarding: folder, record and team alert, automatically
Client onboarding from a single form: folder, contact, channel, tasks
A sales agent in chat: finds the product, answers questions, sends the payment link
Lead qualification and client document collection — automated
Kick off a client project the moment they pay